Wealth Head - Sales - Fintech/Broking/Capital Markets (12-15 Yrs) Bhubaneshwar/Hyderabad/Chennai/Patna (BFSI Sales)

- Profile Summary:- Designation:- Wealth HeadJob Locations:- Chennai, Bhubaneswar, Guwahati, Hyderabad, PatnaQualifications:- MBA/PGDM in FinanceProfessional Certifications:- CFP, NISM, IRDAExperience:- 12 - 15 years in Financial Industry, preferably in Broking/Capital Markets- Role Summary:- Dynamic professional experienced in Business Development, Portfolio Management & Client Relationship Management. Responsible for driving teams to exceed sales targets, maintaining profitability, and managing client relationships.- Responsibilities:- - Handling and motivating a team of Relationship Managers/Sr. Relationship Managers to achieve sales targets.
-Maintaining profitability targets and identifying revenue growth streams.
-Building and managing a client base in direct equity, focusing on Private Wealth/HNI/Corporate clients.
-Monitoring client portfolios and providing sustained advisory services.
-Establishing systems/procedures to contribute to growth and profitability.
-Ensuring compliance standards in Financial Planning, Asset Allocation, and Product Sales.
-Recruiting, training, and managing team members, minimizing attrition.
-Achieving acquisition, activation, and cross-sell targets.
-Conducting performance reviews for effective monitoring and measuring of results.- Requirement:- Experience in Financial Industry, preferably in Broking/Capital Markets, with team handling experience.- Behavioral Competencies:- Ability to inspire trust, extroverted personality, thorough understanding of financial markets, excellent communication and interpersonal skills, positive attitude, assertive, result-oriented.- Technical Competencies:- Good analytical skills, expertise in building and managing teams, proficient in Excel and PowerPoint skills. (ref:updazz.com)

Payroll Type : Permanent